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iShares US Telecommunications ETF
IYZ

Overview Fund Activity

125 hedge funds and large institutions have $350M invested in iShares US Telecommunications ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+9
Holders Change %
+7.76%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
21
Increased
32
Reduced
42
Closed
12
Calls
$2.42M
Puts
$769K
Net Calls
+$1.65M
Net Calls Change
+$1.47M

Top Buyers

1
IAIM
1
International Assets Investment Management
Florida
$48.5M
2
Barclays
2
Barclays
United Kingdom
$3.23M
3
WI
3
Wintrust Investments
Illinois
$2.08M
4
Morgan Stanley
4
Morgan Stanley
New York
$52M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$1.94M

Top Sellers

1
LMIM
1
Lockheed Martin Investment Management
Maryland
$101M
2
Goldman Sachs
2
Goldman Sachs
New York
$7.92M
3
AIA
3
Avalon Investment & Advisory
Texas
$0
4
PS
4
Planned Solutions
California
$1.16M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
76
Bridge Advisory
California
$203K +$203K +6,286 New
SFS
77
Sowell Financial Services
Arkansas
$157K -$472K -13,958 -75%
TFA
78
Toth Financial Advisory
Virginia
$142K -$95K -2,935 -40%
Citigroup
79
Citigroup
New York
$142K +$142K +4,400 New
SWM
80
Spire Wealth Management
Virginia
$132K +$132K +4,086 New
IA
81
IFP Advisors
Florida
$82K -$243K -7,499 -75%
CWA
82
Clearview Wealth Advisors
Oregon
$66K +$514 +16 +0.8%
EWM
83
Endurance Wealth Management
Rhode Island
$65K – – –
AIM
84
Axiom Investment Management
New York
$65K +$64K +1,995 +6,650%
JPMorgan Chase & Co
85
JPMorgan Chase & Co
New York
$64K -$1.59K -49 -2%
HNB
86
Huntington National Bank
Ohio
$64K +$647 +20 +1%
FDCDDQ
87
Federation des caisses Desjardins du Quebec
Quebec, Canada
$55.8K +$19.4K +600 +53%
CFGS
88
Concourse Financial Group Securities
Alabama
$55K +$417 +13 +0.8%
PA
89
Parallel Advisors
California
$53K – – –
HI
90
Harbour Investments
Wisconsin
$48K +$48K +1,488 New
Fidelity Investments
91
Fidelity Investments
Massachusetts
$45K -$1.34K -41 -3%
CI
92
CX Institutional
Indiana
$39K -$408K -12,608 -91%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$39K – – –
CAGAS
94
Capital Advisory Group Advisory Services
Minnesota
$31K -$58.9K -1,823 -66%
IBOK
95
Independence Bank of Kentucky
Kentucky
$29K – – –
NFG
96
Next Financial Group
Texas
$28K +$66 +2 +0.2%
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$26K – – –
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$25K -$10.4K -311 -29%
FMTCOCP
99
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$24K – – –
BFEC
100
Benjamin F. Edwards & Company
Missouri
$22K +$65 +2 +0.3%
2 3
4
5 6